See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,841 | $95,266-35.1% | $82,389-24.9% | $142,382-56.6% |
| Participation rate | 45.8% | 74.5%-28.6pp | 69.5%-23.7pp | 80.1%-34.3pp |
| Annual return | 11.55% | 25.74%-14.2pp | 28.67%-17.1pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,068 | $2,991-64.3% | $2,517-57.6% | $4,299-75.2% |
| Participant deferral / active EE | $2,283 | $4,809-52.5% | $4,155-45.0% | $6,507-64.9% |
| Admin fee / account holder | $15,858 | $8,563+85.2% | $7,231+119.3% | $12,624+25.6% |